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Martin Capital Advisors’s lululemon athletica LULU Stock Holding History

Martin Capital Advisors’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Sell
2,244
-50
-2% -$6.68K 0.13% 73
2026
Q1 		$351K Sell
2,294
-71
-3% -$12.7K 0.22% 65
2025
Q4 		$491K Hold
2,365
– – 0.29% 57
2025
Q3 		$421K Hold
2,365
– – 0.25% 58
2025
Q2 		$562K Hold
2,365
– – 0.37% 48
2025
Q1 		$669K Sell
2,365
-100
-4% -$36.7K 0.48% 44
2024
Q4 		$943K Hold
2,465
– – 0.61% 34
2024
Q3 		$669K Buy
2,465
+66
+3% +$17.5K 0.48% 42
2024
Q2 		$717K Buy
2,399
+24
+1% +$8.02K 0.54% 38
2024
Q1 		$928K Buy
2,375
+17
+0.7% +$7.86K 0.73% 32
2023
Q4 		$1.21M Buy
2,358
+46
+2% +$19.9K 1.02% 29
2023
Q3 		$892K Buy
2,312
+142
+7% +$54.3K 0.87% 29
2023
Q2 		$821K Buy
2,170
+50
+2% +$18.4K 0.75% 31
2023
Q1 		$772K Sell
2,120
-390
-16% -$122K 0.8% 31
2022
Q4 		$804K Hold
2,510
– – 0.9% 29
2022
Q3 		$702K Hold
2,510
– – 1.03% 30
2022
Q2 		$684K Hold
2,510
– – 0.6% 42
2022
Q1 		$917K Hold
2,510
– – 0.63% 39
2021
Q4 		$983K Buy
+2,510
New +$1.07M 0.61% 40

Other funds holding LULU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Martin Capital Advisors's LULU Position: Q2 2026 in Review

Martin Capital Advisors reduced its lululemon athletica (LULU) stake by 2.2% in Q2 2026, selling an estimated $6.68K and leaving 2,244 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #73.

Martin Capital Advisors first reported a position in LULU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2023. 288 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Martin Capital Advisors held 2,244 shares of lululemon athletica worth $256K as of Q2 2026.
  • Martin Capital Advisors sold 50 lululemon athletica shares in Q2 2026, an estimated $6.68K.
  • lululemon athletica made up 0.13% of Martin Capital Advisors's portfolio in Q2 2026, its #73 holding.
  • Martin Capital Advisors first reported a position in lululemon athletica in Q4 2021 and has held it in 19 quarters since.
  • Martin Capital Advisors's lululemon athletica position peaked at $1.21M in Q4 2023.
  • 288 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.